A planned gift is arguably the most meaningful charitable gift you can make: it involves deciding what you want your legacy to be, how you want to make it, and who you trust to carry it out. Just as the legacy you choose is exceptionally personal, the method of creating a planned gift is unique to each donor’s situation.
There are many components to a personal estate plan. By getting the estate planning information you need, you can prepare yourself for any financial obstacles that may affect you and your loved ones in the future.
The Southeast Health Foundation has partnered with Thompson & Associates to provide expert, unbiased guidance in estate planning. Take the right steps today to leave a meaningful mark on the community’s future.